Skip to main content

Our Features

This page lists what Whautomate can do, grouped the same way as the plans: Engage is in every plan, and CRM Suite, Bookings and Sales are modules you can add. The Complete plan includes everything. See Plan Modules for what happens when a feature is not in your plan.

Engage (every plan)​

Team inbox​

One shared inbox for WhatsApp, Instagram, Messenger, TikTok, Telegram and the live chat on your website. Assign conversations, leave internal notes, use canned responses and see each contact's history. Make and take WhatsApp voice calls.

Contacts, segments and WhatsApp broadcasts​

Every person who messages you becomes a contact. Tag contacts, group them into segments and send approved WhatsApp templates to a segment, now or on a schedule.

Chatbots, AI and automations​

Build chatbots from templates or from scratch, let an AI chatbot answer from your own knowledge (OpenAI, Anthropic Claude or Google Gemini), and run automations when something happens, such as a new message or a tag being added.

Customer satisfaction​

Send a short survey after a chat, visit or order and track your CSAT score. See CSAT Surveys and Report.

Overview dashboard and reports​

See today's activity on the Overview dashboard, open detailed reports and get a weekly performance email. See Reports.

CRM Suite​

Available withCRM SuiteIncluded in the Complete plan.Plans and modules
  • Client records with contact details, history, notes, documents, letters and custom fields. See Client CRM.
  • Client segments and broadcasts to clients.
  • Email campaigns from your own sending domain, with delivery tracking. See Email Broadcasts and Email Activity.
  • Forms: web forms and WhatsApp Flow forms that fill in client records. See Forms.
  • Client portal where clients see their appointments, classes, credits, orders and memberships. See Client Portal.
  • Sites: one website for your business. See Sites.

Bookings​

Available withBookingsIncluded in the Complete plan.Plans and modules

Comes with CRM Suite.

  • Appointments with services, team member availability and a shared calendar. See Appointments.
  • Classes with batches, capacity and participants. See Class Bookings.
  • Online booking on your booking page or through a WhatsApp booking bot, including WhatsApp Flow booking.
  • Reminders and confirmations by WhatsApp, email or SMS.
  • Online payment when clients book.

Sales​

Available withSalesIncluded in the Complete plan.Plans and modules

Comes with CRM Suite.

  • Invoices and payment links, payments, statements and refunds. See Invoices and Payments.
  • Memberships, plans and session credits. See Plans and Subscriptions.
  • Online store on your booking page: sell products, class packs and memberships online with payment, shipping and coupons, no separate e-commerce website needed. See Online Store.
  • WhatsApp catalog and shop chatbot, orders and shipping. See E-Commerce.
  • Expenses, loyalty rewards and inventory.
  • Shopify and WooCommerce automations. See Shopify and WooCommerce.

Account and team​

Available on every plan:

For prices in your country, see our pricing page.

Last updated on